Stem Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MARSHALL WACE, LLP | 08/13/2026 | 405.61 K | $3.17 M | 39.22% | 4.45% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 361.25 K | $2.82 M | 5.07% | 3.97% |
| BLACKROCK, INC. | 08/07/2026 | 164.48 K | $1.28 M | 22.10% | 1.81% |
| TREXQUANT INVESTMENT LP | 08/14/2026 | 110.64 K | $864.10 K | 20.69% | 1.21% |
| TWO SIGMA INVESTMENTS, LP | 08/14/2026 | 103.23 K | $806.26 K | -41.14% | 1.13% |
| GSA CAPITAL PARTNERS LLP | 08/06/2026 | 102.32 K | $799.00 K | -5.70% | 1.12% |
| BNP PARIBAS ARBITRAGE, SNC | 08/13/2026 | 93.09 K | $727.06 K | 75.34% | 1.02% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 93.01 K | $726.79 K | 1.05% | 1.02% |
| ACADIAN ASSET MANAGEMENT LLC | 08/13/2026 | 74.65 K | $579.00 K | 606.67% | 0.82% |
| RENAISSANCE TECHNOLOGIES LLC | 08/13/2026 | 66.48 K | $519.22 K | 13.50% | 0.73% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 64.50 K | $503.75 K | -54.93% | 0.71% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 08/14/2026 | 59.60 K | $465.48 K | -14.37% | 0.65% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 56.90 K | $444.37 K | 14.44% | 0.62% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 49.10 K | $383.47 K | 62.58% | 0.54% |
| LONGAEVA PARTNERS L.P. | 08/14/2026 | 48.19 K | $376.33 K | 100.00% | 0.53% |
| STATE STREET CORP | 08/07/2026 | 38.28 K | $298.95 K | 0.00% | 0.42% |
| MORGAN STANLEY | 08/13/2026 | 37.66 K | $294.13 K | -21.60% | 0.41% |
| COHEN & STEERS, INC. | 08/14/2026 | 31.89 K | $249.00 K | 0.00% | 0.35% |
| ROYAL BANK OF CANADA | 08/14/2026 | 29.64 K | $231.00 K | 5.04% | 0.33% |
| XTX TOPCO LTD | 08/14/2026 | 29.48 K | $230.25 K | 189.83% | 0.32% |
| CITIGROUP INC | 08/03/2026 | 28.53 K | $222.79 K | -23.35% | 0.31% |
| HSBC HOLDINGS PLC | 08/14/2026 | 28.42 K | $221.42 K | 0.00% | 0.31% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 08/14/2026 | 26.66 K | $209.00 K | 91.57% | 0.29% |
| KEYFRAME CAPITAL PARTNERS, L.P. | 08/14/2026 | 25.92 K | $202.47 K | 0.00% | 0.28% |
| CITADEL ADVISORS LLC | 09/02/2026 | 25.40 K | $198.37 K | 47.67% | 0.28% |
| UBS GROUP AG | 08/13/2026 | 25.13 K | $196.28 K | -52.79% | 0.28% |
| CITADEL ADVISORS LLC | 09/02/2026 | 23.73 K | $185.31 K | 100.00% | 0.26% |
| NOMURA HOLDINGS INC | 08/14/2026 | 23.71 K | $185.20 K | 0.00% | 0.26% |
| NORTHERN TRUST CORP | 08/13/2026 | 21.24 K | $165.89 K | 14.00% | 0.23% |
| HIGHTOWER ADVISORS, LLC | 08/05/2026 | 16.15 K | $126.11 K | 0.00% | 0.18% |
| ENGINEERS GATE MANAGER LP | 08/14/2026 | 12.70 K | $99.19 K | 100.00% | 0.14% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 11.39 K | $88.92 K | -0.28% | 0.13% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 11.35 K | $88.61 K | 100.00% | 0.12% |
| BALYASNY ASSET MANAGEMENT L.P. | 08/14/2026 | 9.72 K | $75.89 K | 100.00% | 0.11% |
| ZWEIG-DIMENNA ASSOCIATES LLC | 08/13/2026 | 8.30 K | $64.84 K | 0.00% | 0.09% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 4.63 K | $36.16 K | 29.44% | 0.05% |
| GROUP ONE TRADING, L.P. | 08/14/2026 | 4.05 K | $31.66 K | -19.69% | 0.04% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 08/13/2026 | 3.49 K | $27.23 K | 40.21% | 0.04% |
| VANGUARD GLOBAL ADVISERS, LLC | 08/13/2026 | 2.85 K | $22.27 K | 0.00% | 0.03% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 07/22/2026 | 1.87 K | $14.81 K | -1.58% | 0.02% |
| PNC FINANCIAL SERVICES GROUP, INC. | 08/07/2026 | 1.08 K | $8.44 K | 0.00% | 0.01% |
| SIMPLEX TRADING, LLC | 08/12/2026 | 840 | $6.56 K | 100.00% | 0.01% |
| JPMORGAN CHASE & CO | 08/12/2026 | 712 | $5.33 K | 100.00% | 0.01% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 703 | $5.49 K | -14.58% | 0.01% |
| FMR LLC | 08/13/2026 | 648 | $5.06 K | -22.67% | 0.01% |
| NATIONAL BANK OF CANADA /FI/ | 08/10/2026 | 514 | $4.01 K | -47.76% | 0.01% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 08/13/2026 | 392 | $3.06 K | -2.49% | 0.00% |
| DEUTSCHE BANK AG\ | 08/07/2026 | 347 | $2.71 K | 0.00% | 0.00% |
| HURLEY CAPITAL, LLC | 08/10/2026 | 245 | $1.91 K | 0.00% | 0.00% |
| FEDERATION DES CAISSES DESJARDINS DU QUEBEC | 08/14/2026 | 199 | $1.55 K | 0.00% | 0.00% |
Stem Inc institutional Ownership - FAQ's
During the previous two years, 131 institutional investors and hedge funds held shares of Stem Inc. The most heavily invested institutionals were:
MARSHALL WACE, LLP: 405,608
VANGUARD CAPITAL MANAGEMENT LLC: 361,249
BlackRock, Inc.: 164,477
Trexquant Investment LP: 110,640
TWO SIGMA INVESTMENTS, LP: 103,234
GSA CAPITAL PARTNERS LLP: 102,321
24.18% of Stem Inc stock is owned by institutional investors.
Institutional investors have bought a total of 16.90 M shares in the last 24 months. This purchase volume represents approximately $188.57 M in transactions.